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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,871 | $65,395+75.7% | $182,540-37.1% | $72,975+57.4% |
| Participation rate | 75.0% | 65.4%+9.6pp | 78.0%-3.0pp | 69.5%+5.5pp |
| Annual return | 24.61% | 27.68%-3.1pp | 148.58%-124.0pp | 81.01%-56.4pp |
| Employer contribution / active EE | $2,559 | $1,911+33.9% | $4,076-37.2% | $2,440+4.9% |
| Participant deferral / active EE | $5,381 | $3,563+51.0% | $5,525-2.6% | $3,608+49.2% |
| Admin fee / account holder | $3,669 | $4,245-13.6% | $8,593-57.3% | $5,124-28.4% |